ISHARES TR

$IBDW
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Smart money positioned

5 of the Top-200 alpha managers hold $IBDW as of the latest 13F snapshot.

13F holders
272
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$IBDW is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.99%, with an average of 0.70% of portfolio. Largest holder: Venture Visionary Partners LLC at 1.99%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Venture Visionary Partners LLC
1.99% NEW
α +10.3pts
02
Motley Fool Wealth Management, LLC
0.86% NEW
α +15.3pts
03
Hamel Associates, Inc.
0.63% NEW
α +12.3pts
04
ProVise Management Group, LLC
0.02% held
α +11.2pts
05
Pittenger & Anderson Inc.
0.00% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 272 · Source: 13F-HR
01
Banyan Capital Management, Inc.
0.01% of portfolio
10,117,652 sh
02
Proficio Capital Partners LLC
1.24% of portfolio
7,393,304 sh
03
Teewinot Capital Advisers, L.L.C.
1.19% of portfolio
3,841,541 sh
04
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
3,805,034 sh
05
Bleichroeder LP
1.99% of portfolio
2,853,427 sh
06
LeConte Wealth Management, LLC
28.29% of portfolio
2,194,181 sh
07
Quaker Wealth Management, LLC
0.51% of portfolio
1,900,235 sh
08
Commonwealth of Pennsylvania Public School Empls Retrmt Sys
2.01% of portfolio
1,816,012 sh
09
Private Harbour Investment Management & Counsel, LLC
0.04% of portfolio
1,773,629 sh
10
Sky Investment Group LLC
0.43% of portfolio
1,749,262 sh
See all 272 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IBDW in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IBDW in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:52 UTC.